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Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

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Technology

iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
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Technology

BMO payment tool wins digital innovation award

The pilot project is targeting a public launch for the fall

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
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Conversations

Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

  • By: Staff
  • January 8, 2019 January 8, 2019
  • 14:44
A piggy bank with a twenty dollar bill for the money saving mind set.
Conversations

Why saving for retirement isn’t a priority for Canadians

Find out what is

  • By: Staff
  • January 2, 2019 January 2, 2019
  • 12:06
Thief
Conversations

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

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Conversations

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

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Conversations

Divorce can result in battles over spousal agreements

Problem highlights importance of prenuptial agreements

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Technology

Dear Advisor.ca reader: We apologize for this week’s web troubles

You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some…

  • By: Staff
  • December 6, 2018 December 21, 2018
  • 15:02
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Conversations

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

Indian Couple Meeting With Financial Advisor At Home
Conversations

How to add value with tax-loss harvesting

And how to communicate that value to clients

small-business
Estate Planning

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

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Conversations

Transferring a commuted value to an individual pension plan

Helping clients with a complex decision

Why banks are hiring hackers

The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases

‘The algorithm made me do it!’

How AI could impact regulation, suitability and client interactions

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Are advisors liable for losses from market downturns?

The answer might surprise you

Balancing financial stability and life experience

Clients’ career paths are becoming less straightforward, and you need to adapt

  • By: Katie Keir
  • November 28, 2018 December 4, 2018
  • 09:00

Why home-country bias can hurt clients

Being overweight domestic equities can be a problem

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 January 10, 2019
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.